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| Morningstar Return Rating: | High | | Year to Date Return: | 50.23% | | 5-Year Average Return: | 6.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 20.76% | |
Worst 1-Yr Total Return (2008): | -40.26% | |
Best 3-Yr Total Return (2004-6): | 16.48% | |
Worst 3-Yr Total Return (2006-8): | -9.58% |
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| 1-Year: | 3.60% | | 3-Year: | -0.90% | | 5-Year: | 6.71% | | 10-Year: | 4.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTWCX | Category | Diff | Index* | Diff | | Year To Date | 50.23 | 31.20 | 19.03 | 24.07 | 26.16 | | 1-Month | 7.15 | 5.67 | 1.48 | 6.00 | 1.15 | | 3-Month | 14.07 | 8.18 | 5.89 | 7.91 | 6.16 | | 1-Year | 52.18 | 34.04 | 18.14 | 25.39 | 26.79 | | 3-Year | -0.48 | -3.89 | 3.41 | -5.79 | 5.31 | | 5-Year | 6.81 | 1.25 | 5.56 | 0.71 | 6.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.69 | 43.84 | 6.85 | 45.76 | 4.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.59 | -18.03 | -0.56 | -18.25 | -0.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.26 | -40.67 | 0.41 | | 2007 | | | 9.21 | 13.35 | -4.14 | | 2006 | | | 13.31 | 7.05 | 6.26 | | 2005 | | | 20.76 | 6.71 | 14.05 | | 2004 | | | 15.50 | 7.81 | 7.69 | | 2003 | | | 27.77 | 28.66 | -0.89 | | 2002 | | | -23.16 | -27.64 | 4.48 | | 2001 | | | -2.84 | -22.30 | 19.46 | | 2000 | | | -9.04 | -13.05 | 4.01 | | 1999 | | | 31.07 | 38.87 | -7.80 |
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| PAST QUARTERLY RETURNS (%) FOR
PTWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.35 | 21.25 | 15.33 | N/A | | 2008 | -9.95 | 10.41 | -19.40 | -25.46 | | 2007 | 2.67 | 5.50 | 2.38 | -1.52 | | 2006 | 4.47 | -2.81 | 4.97 | 6.31 | | 2005 | -0.08 | 4.56 | 11.79 | 3.40 | | 2004 | 2.63 | 3.42 | -1.47 | 10.44 | | 2003 | -4.48 | 13.95 | 3.55 | 13.37 | | 2002 | -1.15 | -11.23 | -19.08 | 8.22 | | 2001 | -4.17 | 6.24 | -15.07 | 12.37 | | 2000 | -0.73 | -5.72 | 0.00 | -2.81 | | 1999 | N/A | N/A | N/A | 19.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 72 | 1818 | 3.96 | | 1-Month | 114 | 1906 | 5.98 | | 3-Month | 95 | 1904 | 4.99 | | 6-Month | 55 | 1866 | 2.95 | | 1-Year | 58 | 1815 | 3.20 | | 3-Year | 160 | 1537 | 10.41 | | 5-Year | 24 | 1273 | 1.89 |
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0.11% Nasdaq 
0.01%
Performance
